Jeff For Banks

JULY 1, 2024

Financial Markets Update – Second Quarter 2024 A dream vacation! That and getting consumed by Euro 2024 and Copa America soccer and of course, the Phillies. In July 2024, we will mark two years of inversion between the 10-year Treasury and the 2-year Treasury yields. for 2024 and 2.0% It was so beautiful and lots of fun.

Marketing 153

Marketing Conference Policies Survey 153

Abrigo

JULY 20, 2024

Pruis Examining federal Call Report data from 2016 to Q1 2024 for banks with assets of $70 billion or less, Cornerstone found that only one in 10 institutions that started in 2016 with less than 18% of its portfolio in C&I was able to increase that percentage by 2023. However, most don’t measurably increase C&I from year to year.

Lending 195

Lending Risk Management Management Capital 195

Jeff For Banks

MARCH 21, 2024

2024 could exceed -$2.0 Trillions of dollars of subsidies on “green” BS projects, electric vehicles no one wants, tax credits, debt forgiveness, and free money all fuel demand and contribute to inflation. High debt levels continue to harm GDP as the US Treasury issues new debt with abandon and the politicians hand out money like candy.

Marketing 143

Marketing Policies Report Atlanta 143

Abrigo

OCTOBER 21, 2024

List the items needed in writing (current financials, aging schedules, rent rolls, interim statements, missing tax returns, guarantor personal financial statements/tax returns). Reiterate the need for any missing or needed financial information. 2) Determine if the collateral is perfected (e.g.,

Strategy 195

Strategy Management Taxes Meeting 195

Abrigo

NOVEMBER 17, 2023

Stop manual tax-data entry. Stop : Entering tax return data into a spreadsheet, then checking the spreadsheet for accuracy to begin the underwriting process. Easily upload and import the data. Instead : Skip this step entirely.

Lending 221

Lending Software System Taxes 221

Abrigo

APRIL 22, 2024

Takeaway 2 Several small business lending processes can tax both borrowers and staff. Takeaway 3 Depository lenders are enhancing their lending procedures and technologies to meet institution risk and return requirements as they grow. DOWNLOAD Takeaway 1 Financing plays a crucial role in small business survival and success.

Lending 243

Lending St. Louis Community Marketing 243

Abrigo

MAY 22, 2024

Takeaway 2 Several small business lending processes can tax both borrowers and staff. Takeaway 3 Depository lenders are enhancing their lending procedures and technologies to meet institution risk and return requirements as they grow. DOWNLOAD Takeaway 1 Financing plays a crucial role in small business survival and success.

Lending 195

Lending St. Louis Community Marketing 195